Filed March 25, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,618 | $90,519+56.5% | $93,789+51.0% | $134,475+5.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -17.09% | -15.72%-1.4pp | -11.33%-5.8pp | 417.96%-435.0pp |
| Employer contribution / active EE | $10,125 | $4,343+133.1% | $4,323+134.2% | $4,740+113.6% |
| Participant deferral / active EE | $9,578 | $5,978+60.2% | $6,094+57.2% | $6,400+49.7% |
| Admin fee / account holder | $1,531 | $9,252-83.5% | $7,195-78.7% | $11,426-86.6% |